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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
926
Pathstone Family Office
New Jersey
– -$55K -914 Closed
PWM
927
Perigon Wealth Management
California
– -$51K -841 Closed
PWPS
928
Pinnacle Wealth Planning Services
Ohio
– -$40K -664 Closed
PH
929
Pinnacle Holdings
Oklahoma
– -$39.9K -663 Closed
D
930
Diversified
Delaware
– -$37K -621 Closed
FCH
931
Freestone Capital Holdings
Washington
– -$37.3K -619 Closed
TPWA
932
TRUE Private Wealth Advisors
Oregon
– -$34K -577 Closed
RPWA
933
Regent Peak Wealth Advisors
Georgia
– -$34K -567 Closed
VCG
934
Vantage Consulting Group
Virginia
– -$32K -531 Closed
OAJ
935
Ogorek Anthony Joseph
New York
– -$31K -516 Closed
CAAS
936
Capital Asset Advisory Services
Michigan
– -$31K -513 Closed
SIAG
937
Safeguard Investment Advisory Group
California
– -$26K -437 Closed
LWA
938
Lowe Wealth Advisors
Maryland
– -$25K -413 Closed
CTFG
939
Capstone Triton Financial Group
Oklahoma
– -$22K -361 Closed
CWM
940
Curi Wealth Management
North Carolina
– -$17K -285 Closed
SFG
941
Sowa Financial Group
Rhode Island
– -$17K -282 Closed
Group One Trading
942
Group One Trading
Illinois
– -$16.3K -276 Closed
FCB
943
First Command Bank
Texas
– -$14K -237 Closed
FCFS
944
First Command Financial Services
Texas
– -$14K -237 Closed
AL
945
ADE LLC
Maryland
– -$14K -230 Closed
MCM
946
Manchester Capital Management
Vermont
– -$12K -193 Closed
ST
947
Sageworth Trust
Pennsylvania
– -$11K -184 Closed
IA
948
IFS Advisors
Kansas
– -$9K -164 Closed
ICP
949
Interchange Capital Partners
Pennsylvania
– -$8K -136 Closed
AW
950
Avion Wealth
Texas
– -$6K -103 Closed
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